Alera Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$7.1M Sell
2024
Q2
$7.94M Sell
2024
Q1
$21.7M Sell
2023
Q4
$21.2M Buy
2023
Q3
Sell
2023
Q2
$355K Sell
2023
Q1
$368K Sell
2022
Q4
$854K Sell
2022
Q3
$1.21M Sell
2022
Q2
$1.46M Buy
2019
Q1
Sell
2018
Q4
$10K Buy